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NORTHLEAF CAPITAL ADVISORS LTD.

CRD 145014 · SEC 801-68391

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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40 KING STREET WEST, SUITE 5600, TORONTO, ONTARIO, M5H 3S1, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$670.4M

Discretionary AUM

$670.4M

Team

156 total employees; 70 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2025-12-23

Disciplinary history

No

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  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles3$559.0M

All web addresses on file

Official SEC filing: View on IAPD